+504.3%
MUU vs IOVA
+362.8%
+141.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -1.5% | -12.5% | -13.8% |
| 7D | -35.9% | -41.3% | +5.4% | -31.0% |
| 30D | -47.1% | -38.5% | -8.6% | -43.4% |
| 3M | -29.8% | +99.5% | -129.4% | -35.1% |
| 6M | +16.0% | +126.0% | -110.0% | +6.5% |
| YTD | +286.1% | +218.7% | +67.4% | +232.3% |
| 1Y | +504.3% | +378.0% | +126.3% | +385.3% |
| All | +504.3% | +362.8% | +141.6% | +385.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IOVA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling